- Define the Problem/Dilemma: What are the core problems (legal, ethical, clinical, professional, moral or a combination)?
- Identify Relevant Variables: Who are the people? What are the treatment goals, client background/history/dynamics, and multicultural considerations?
- Ascertain Law, Ethics Codes and Policy: What federal/state laws, codes of ethics (ACA and AAPC) and institutional policy (if applicable) apply to the situation?
- Consider Personal Influences: What personal values, bias/prejudice, or counter-transference may be affecting the counselor’s perception?
- Obtain Outside Perspective: Whenever possible, engage in colleague consultation and/or supervision.
- Weigh Options and Consequences: What are the possible courses of action and intended consequences? Also consider the unintended consequences.
- Decide and Take Action: Implement the decision that you believe is most appropriate, based on the circumstances, and be prepared to reconsider options.
- Document Decision-Making and Follow-up: Provide written evidence of clinical/ethical decision-making and results of implementation.
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